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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,590 | $77,574-87.6% | $108,753-91.2% | $86,983-89.0% |
| Participation rate | 100.0% | 62.3%+37.7pp | 71.1%+28.9pp | 69.5%+30.5pp |
| Annual return | 19.09% | 18.42%+0.7pp | 37.47%-18.4pp | 25.83%-6.7pp |
| Employer contribution / active EE | $1,463 | $1,611-9.1% | $2,427-39.7% | $2,584-43.4% |
| Participant deferral / active EE | $2,309 | $3,128-26.2% | $4,115-43.9% | $4,194-44.9% |
| Admin fee / account holder | $756 | $6,529-88.4% | $10,320-92.7% | $7,856-90.4% |